Position in FINW
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$406,319
-$38,109 QoQ
Shares Held
28,022
0.0% QoQ
Ownership
0.204%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#2
of 13 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FINW Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Tempus Wealth Planning, LLC holds $406,319 across 1 Banks - Regional name. FINW ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FINW |
Finwise Bancorp
This page
|
28,022 | $406,319 |
All Filings in FINW
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $406,319 | 28,022 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $444,428 | 28,022 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $502,714 | 28,022 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $543,346 | 28,022 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $420,610 | 28,022 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $490,665 | 28,022 | Shares | Sole | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||